Below is a spreadsheet that highlights the changes to Charles Akre's
Akre Capital Management US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

Akre is bullish on Colfax Corporation (CFX), Discovery Communication (DISCK), Live Nation (LYV), and Visa (V). He is bearish on Ross Stores (ROST).